Wasatch International Growth Fund® (WIIGX)  Invest in this Fund 

Investor Class | Institutional Class
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Managed by a team of Wasatch portfolio managers led by
Roger Edgley, CFA, Ken Applegate, CFA, CMT and Linda Lasater, CFA

 

International Growth
Roger Edgley
Roger Edgley, CFA
Fund Tenure: 12 years
Wasatch Tenure:16 years
• Director of International Research
• Lead Portfolio Manager, Wasatch International Growth Fund
• Lead Portfolio Manager, Wasatch Emerging Markets Small Cap Fund
• Lead Portfolio Manager, Wasatch Frontier Emerging Small Countries Fund
• Portfolio Manager, Wasatch Emerging Markets Select Fund
• Former Lead Portfolio Manager, Wasatch International Opportunities Fund
Industry Experience:27 years
• Director of international research and portfolio manager, Acorn Funds
• Financial services analyst, Societe Generale Asia/Crosby Securities, Hong Kong
• Analyst, Strategic Asset Management
Education:University of Sussex, M.A. in Philosophy

London School of Economics, M.S. in Social Psychology/Statistics

University of Hertfordshire, B.S. in Psychology

Mr. Edgley is Director of International Research and the Lead Portfolio Manager for the Wasatch International Growth, Wasatch Emerging Markets Small Cap, and Wasatch Frontier Emerging Small Countries Funds.  He is also a Portfolio Manager for the Wasatch Emerging Markets Select Fund.  In addition, he was the Lead Portfolio Manager for the Wasatch International Opportunities Fund from 2005 to 2015.  He joined Wasatch Advisors in 2002 and is a member of the Board of Directors.  A native of the United Kingdom, he also holds U.S. citizenship and has many years of international investing experience.

Prior to joining Wasatch Advisors, Mr. Edgley was a principal, director of international research and portfolio manager for Chicago-based Liberty Wanger Asset Management, which managed the Acorn Funds.  He was also a co-manager for the Acorn Foreign Forty Fund.  Earlier, he worked in Hong Kong as a financial-services analyst for Societe Generale Asia/Crosby Securities and as an analyst for Strategic Asset Management.

Mr. Edgley has a Master of Arts in Philosophy from the University of Sussex and a Master of Science in Social Psychology with Statistics from the London School of Economics, where he was awarded a Social Science Research Scholarship.  He earned a Bachelor of Science with honors in Psychology from the University of Hertfordshire.  He is also a CFA charterholder.

Learn more about the experience of the Wasatch Research Team

Ken
Ken Applegate, CFA, CMT
Fund Tenure: 2 years
Wasatch Tenure:4 years
• Portfolio Manager, International Growth Fund
Industry Experience:24 years
• Senior Portfolio Manager, Pacific View Asset Management
• Senior Portfolio Manager, Fisher Funds
• Senior Portfolio Manager, Berkeley Capital Management
• Portfolio Manager, RCM Capital Management
Education:University of Waikato, New Zealand, Bachelor of Management Studies

Mr. Applegate has been a Portfolio Manager for the International Growth Fund since 2016. He joined Wasatch Advisors in 2014 as a portfolio manager for the international team. His investment experience has focused exclusively on small cap growth investing.

Mr. Applegate’s career began in 1994 in London, where he served as a financial analyst and later as a co-manager of a foreign exchange hedge portfolio for Refco.  In 1996, he moved to the U.S. where he spent 11 years specializing in small cap investing for RCM and then Berkeley Capital Management.  Later, he returned to his native New Zealand to join Fisher Funds as a senior portfolio manager, and was integral in launching and managing international small cap funds.  In 2012, he moved back to the U.S. to launch the Pacific View Asset Management international small cap strategy.

Mr. Applegate completed his Bachelor of Management studies at the University of Waikato in New Zealand.  He is also a CFA charterholder and a Certified Market Technician (CMT).

Learn more about the experience of the Wasatch Research Team

Linda Lasater
Linda Lasater, CFA
Fund Tenure: 4 years
Wasatch Tenure:12 years
• Portfolio Manager, Wasatch International Opportunities Fund
• Associate Portfolio Manager, Wasatch International Growth Fund
• Former Senior Analyst, Wasatch International Research Team
Industry Experience:18 years
• Analyst, AIM Investments
Education:Tuck School of Business at Dartmouth, M.B.A.

University of Texas, B.B.A. in Management Information Systems

Ms. Lasater has been an Associate Portfolio Manager for the Wasatch International Growth Fund since 2014.  She has been a Portfolio Manager for the Wasatch International Opportunities Fund since 2016.  She joined Wasatch Advisors in 2006 as a Senior Equities Analyst on the international research team.  She also completed a successful research internship with Wasatch during the summer of 2005.

Prior to joining Wasatch Advisors, Ms. Lasater worked as a project lead and systems analyst in the portfolio analytics group at AIM Investments, where she developed tools that enabled portfolio managers and analysts to make informed investment decisions.

Ms. Lasater earned a Master of Business Administration from the Tuck School of Business at Dartmouth.  Earlier, she received a Bachelor of Business Administration in Management Information Systems from the University of Texas, where she was a chairperson and membership director of the Asian Business Students’ Association.  She is also a CFA charterholder.

Learn more about the experience of the Wasatch Research Team

Performance for the Institutional Class prior to 2/1/2016 is based on the performance of the Investor Class.  Performance of the Fund's Institutional Class prior to 2/1/2016 uses the actual expenses of the Fund's Investor Class without any adjustments. For any such period of time, the performance of the Fund's Institutional Class would have been substantially similar to, yet higher than, the performance of the Fund's Investor Class, because the shares of both classes are invested in the same portfolio of securities, but the classes bear different expenses.

Investing in small or micro cap funds will be more volatile and loss of principal could be greater than investing in large cap or more diversified funds.

Investing in foreign securities, especially in frontier and emerging markets, entails special risks, such as currency fluctuations and political uncertainties, which are described in more detail in the prospectus.

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